QuickBooks HelpQuickBooksHelpIntuit

Transfer funds from a bank to a credit card account

by Intuit•9• Updated 2 weeks ago

Learn how to transfer funds from a bank to a credit card account.

Move your money from a bank to a credit card account in QuickBooks Online.

For a better experience, open this article in QuickBooks Online. Launch side-by-side view Open this link in a new window

Note: Customers can’t use multi-currencies to transfer funds from their bank to credit card account.

  1. Select + Create.
  2. Select Pay down credit card.
  3. From Which credit card did you pay? dropdown, select a credit card. Note that it doesn’t show inactive accounts.
  4. Enter the amount and date of the payment.
  5. Select which bank your customer used to make the payment.
  6. (optional) Select the I made a payment with a check checkbox if they pay it using a check.
  7. (optional) Add a memo or description for the transaction.
  8. Select Save and close.
QuickBooks LedgerQuickBooks Online AdvancedQuickBooks Online EssentialsQuickBooks Online PlusQuickBooks Online Simple Start